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Caprock Group’s McKesson MCK Stock Holding History

Caprock Group’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.53M Sell
7,542
-215
-3% -$192K 0.16% 102
2025
Q4 		$6.37M Sell
7,757
-54
-0.7% -$44.1K 0.13% 125
2025
Q3 		$5.36M Buy
+7,811
New +$5.5M 0.13% 129
2025
Q1 		$5.28M Sell
7,840
-60
-0.8% -$37.1K 0.16% 109
2024
Q4 		$4.51M Buy
7,900
+652
+9% +$365K 0.15% 112
2024
Q3 		$3.59M Sell
7,248
-336
-4% -$187K 0.13% 139
2024
Q2 		$4.43M Buy
7,584
+6,233
+461% +$3.47M 0.18% 90
2024
Q1 		$726K Sell
1,351
-18
-1% -$9.14K 0.04% 315
2023
Q4 		$635K Buy
1,369
+191
+16% +$86.9K 0.04% 333
2023
Q3 		$513K Buy
1,178
+161
+16% +$67.8K 0.04% 349
2023
Q2 		$435K Buy
1,017
+127
+14% +$48.8K 0.03% 408
2023
Q1 		$317K Buy
890
+352
+65% +$127K 0.02% 478
2022
Q4 		$202K Sell
538
-154
-22% -$57.4K 0.02% 504
2022
Q3 		$236K Buy
692
+19
+3% +$6.6K 0.02% 470
2022
Q2 		$220K Buy
+673
New +$215K 0.02% 477
2016
Q4 		– Sell
-1,465
Closed -$244K – 373
2016
Q3 		$244K Sell
1,465
-13
-0.9% -$2.42K 0.06% 290
2016
Q2 		$276K Buy
1,478
+22
+2% +$3.86K 0.07% 223
2016
Q1 		$229K Buy
+1,456
New +$235K 0.05% 281

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caprock Group's MCK Position: Q1 2026 in Review

Caprock Group reduced its McKesson (MCK) stake by 2.8% in Q1 2026, selling an estimated $192K and leaving 7,542 shares worth $6.53M. The position accounts for 0.16% of the portfolio, ranked #102.

Caprock Group first reported a position in MCK in Q1 2016 and has held it in 18 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Caprock Group held 7,542 shares of McKesson worth $6.53M as of Q1 2026.
  • Caprock Group sold 215 McKesson shares in Q1 2026, an estimated $192K.
  • McKesson made up 0.16% of Caprock Group's portfolio in Q1 2026, its #102 holding.
  • Caprock Group first reported a position in McKesson in Q1 2016 and has held it in 18 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.